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Weaver C. Barksdale & Associates’s NextEra Energy NEE Stock Holding History

Weaver C. Barksdale & Associates’s Portfolio NEE Stock Details NEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.28M Buy
24,488
+1,413
+6% +$126K 2.17% 3
2025
Q4 		$1.85M Sell
23,075
-2,894
-11% -$240K 1.95% 17
2025
Q3 		$1.96M Sell
25,969
-1,666
-6% -$122K 1.89% 21
2025
Q2 		$1.92M Sell
27,635
-230
-0.8% -$16K 1.84% 21
2025
Q1 		$1.97M Sell
27,865
-670
-2% -$47.3K 1.89% 19
2024
Q4 		$2.05M Sell
28,535
-709
-2% -$55.1K 1.96% 17
2024
Q3 		$2.47M Sell
29,244
-1,107
-4% -$86.4K 2.23% 5
2024
Q2 		$2.15M Sell
30,351
-517
-2% -$36.7K 2.04% 12
2024
Q1 		$1.97M Buy
+30,868
New +$1.81M 1.81% 22
2013
Q4 		– Sell
-380
Closed -$8K – 562
2013
Q3 		$8K Hold
380
– – 0.01% 310
2013
Q2 		$8K Buy
+380
New +$7.54K 0.01% 307

Other funds holding NEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Weaver C. Barksdale & Associates's NEE Position: Q1 2026 in Review

Weaver C. Barksdale & Associates increased its NextEra Energy (NEE) stake by 6.1% in Q1 2026, buying an estimated $126K and bringing the position to 24,488 shares worth $2.28M. The position accounts for 2.17% of the portfolio, ranked #3.

Weaver C. Barksdale & Associates first reported a position in NEE in Q2 2013 and has held it in 11 quarters since. The position peaked at $2.47M in Q3 2024. 3,027 funds tracked by Wall St. Rank hold NEE as of Q1 2026.

  • Weaver C. Barksdale & Associates held 24,488 shares of NextEra Energy worth $2.28M as of Q1 2026.
  • Weaver C. Barksdale & Associates bought 1,413 NextEra Energy shares in Q1 2026, an estimated $126K.
  • NextEra Energy made up 2.17% of Weaver C. Barksdale & Associates's portfolio in Q1 2026, its #3 holding.
  • Weaver C. Barksdale & Associates first reported a position in NextEra Energy in Q2 2013 and has held it in 11 quarters since.
  • Weaver C. Barksdale & Associates's NextEra Energy position peaked at $2.47M in Q3 2024.
  • 3,027 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.

Based on Weaver C. Barksdale & Associates's 13F filing for Q1 2026, filed 14 May 2026.